U.S. federal trademark · Serial No. 87924414 · Reg. No. 6240132
Automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, investment brokerage, and money lending, integrated with algorithmic financial planning strategies; customized wealth management financial advice integrated with algorithmic financial planning strategies; customized money management financial advice integrated with algorithmic financial planning strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.